CRM Archives - Page 17 of 20 - Heller Consulting

CRM

How Do You Pay for Change Management?

This is a question I’ve wrestled with many times. Through years of implementation projects with every size nonprofit, I’ve seen how important it is to invest in change management efforts. And in every project, the one question that always comes up is: How do we justify the cost of these efforts? Where does the budget

Kaia Swift June 6, 2017

CRM

Transcript: Introduction to CRM Options for Enterprise Nonprofits

On May 23, Keith Heller presented the introduction to CRM Options for Enterprise Nonprofits webinar series. This series is designed to help organizations learn more about today’s CRM solution marketplace. We also hope to help organizations understand and overcome common obstacles preventing them from adopting new technology.

Team Heller May 30, 2017

crm-innovator-forum-nurture-constituents

CRM

Driving the CRM Movement Forward, Together

In case it isn’t clear from our posts and resources, we’re CRM superfans at Heller Consulting. We’ve lived and breathed donor management and constituent engagement for over two decades, and we’re still fascinated by the strategies and tools that enable stronger relationship building. After years of sharing our experience with our clients, we realized leadership at

Keith Heller May 25, 2017

CRM

Earning a Salesforce Certified Sales Cloud Consultant Credential

The Salesforce Certified Sales Cloud Consultant credential is a respected achievement in the Salesforce community. More detailed than the Administrator and Advanced Administrator certifications, a Certified Sales Cloud Consultant has proven that they can design applications and interfaces that allow sales and marketing teams to increase their productivity and prove their success. Hellerite Kate Bennet

Team Heller May 25, 2017

CRM

Key Ingredients to a Successful Analytics Initiative

Extending an effective CRM with an analytics initiative can be a challenge for any organization. It demands a deep understanding of how the organization works, the processes in place, and the Key Performance Indicators (KPIs) that will guide future decision making. So where do you get started? As with any project there are common barriers

Team Heller May 2, 2017

CRM

How to Help Major Gifts Officers Succeed

It was six years ago but I remember it like it was last week. A colleague told me that organizations should use Salesforce to manage major gift fundraising, even if they weren’t going to replace their primary advancement system. I laughed, and then listed off the reasons I completely disagreed. At the time, it was

Kaia Swift April 25, 2017

Creating Exceptional Experiences Nonprofit

CRM

Creating an Exceptional Experience

When was the last time a company provided you with an exceptional customer experience? This year I finally achieved one of my personal goals and joined a new gym. I’d never registered for a fitness class quite like this, and had anxiety well before I first walked in the door. Fortunately, the gym knows how

Keith Heller March 14, 2017

CRM

Barriers to Analytics for Nonprofits

Commercial companies have been leveraging the power of robust analytic applications on their data for years. And while the practice of analytics for the nonprofit sector has been around for years, it isn’t it practiced as widely. Why? In truth, there are many barriers to a successful analytics initiative, but they are not insurmountable. A

Team Heller March 2, 2017

Technology Strategy

Nonprofits Sharing Expertise in San Francisco

The nonprofit community has seen an increase in the variety of CRM technology solutions available to help them increase their fundraising, communicate with their constituents, and ultimately deliver their mission. Many organizations are finding it challenging to select the right solution. The fact is, developing a successful nonprofit CRM requires more than straightforward feature comparison

Keith Heller February 13, 2017

CRM

Becoming a Certified Sales Cloud Consultant

The Salesforce Certified Sales Cloud Consultant credential is one of the advanced certifications offered by Salesforce, and encompasses sales, marketing, analytics, and the interfaces required to successfully design and implement Sales Cloud solutions. Jennifer Thall has recently earned this certification and we asked her to share her thoughts on the process.

Team Heller January 24, 2017